Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- 最新申報
- 2026/7/24
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/28 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 129
- 較 2024 年第 4 季 +3
- 總值
- $3.21 億
- 較 2024 年第 4 季 −$3,993 萬 (−11.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RHRH | COM | 127,385 | $2,986 萬 | 9.3% | −1,234−1.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 133,245 | $2,535 萬 | 7.9% | +6,278+4.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 358,029 | $1,494 萬 | 4.7% | −18,070−4.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 79,391 | $1,228 萬 | 3.8% | −12,417−13.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 52,630 | $1,169 萬 | 3.6% | −650−1.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 31,420 | $1,152 萬 | 3.6% | +2,236+7.7% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 1,077,657 | $1,081 萬 | 3.4% | −17,656−1.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 43,316 | $1,063 萬 | 3.3% | −8,867−17.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 90,143 | $977.0 萬 | 3.0% | +265+0.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 44,488 | $758.7 萬 | 2.4% | −2,970−6.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 13,320 | $709.4 萬 | 2.2% | −1,217−8.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 130,130 | $590.3 萬 | 1.8% | −37,511−22.4% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 49,975 | $583.1 萬 | 1.8% | −3,030−5.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 229,277 | $581.0 萬 | 1.8% | −2,890−1.2% | 減碼 | 歷史 |
| WHRWhirlpool Corp | Stock | 58,808 | $530.0 萬 | 1.7% | −290−0.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 52,738 | $463.0 萬 | 1.4% | −7,228−12.1% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 64,234 | $455.4 萬 | 1.4% | +5,869+10.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 25,637 | $429.2 萬 | 1.3% | +4,098+19.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,263 | $424.6 萬 | 1.3% | +6+0.1% | 加碼 | – |
| DEAEasterly Government Properties, Inc. | COM | 398,567 | $422.5 萬 | 1.3% | −14,785−3.6% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 23,440 | $420.3 萬 | 1.3% | +23,440 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 24,556 | $419.0 萬 | 1.3% | −125−0.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 42,109 | $415.6 萬 | 1.3% | +6,397+17.9% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 55,400 | $403.6 萬 | 1.3% | −825−1.5% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,665 | $371.4 萬 | 1.2% | +275+6.3% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 18,164 | $363.6 萬 | 1.1% | −940−4.9% | 減碼 | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 36,670 | $358.7 萬 | 1.1% | −565−1.5% | 減碼 | 歷史 |
| BLMNBloomin' Brands, Inc. | COM | 467,320 | $335.1 萬 | 1.0% | +45,206+10.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 11,132 | $288.5 萬 | 0.9% | −1,321−10.6% | 減碼 | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 2,148 | $265.1 萬 | 0.8% | +11+0.5% | 加碼 | – |
| AXPAmerican Express Co | Stock | 9,773 | $262.9 萬 | 0.8% | −20−0.2% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 74,307 | $246.5 萬 | 0.8% | +74,307 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,228 | $243.7 萬 | 0.8% | −626−12.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,499 | $236.4 萬 | 0.7% | +980+64.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 19,381 | $236.1 萬 | 0.7% | −714−3.6% | 減碼 | 歷史 |
| YETIYETI Holdings, Inc. | COM | 67,292 | $222.7 萬 | 0.7% | −610−0.9% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 28,195 | $220.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 19,271 | $215.2 萬 | 0.7% | −7,458−27.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 16,097 | $213.5 萬 | 0.7% | −562−3.4% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 29,569 | $212.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,736 | $202.2 萬 | 0.6% | +336+6.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 68,060 | $192.5 萬 | 0.6% | −2,934−4.1% | 減碼 | 歷史 |
| CAVACava Group, Inc. | COM | 21,866 | $188.9 萬 | 0.6% | +21,866 | 新進 | 歷史 |
| VVisa Inc. | Stock | 5,384 | $188.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 8,026 | $174.3 萬 | 0.5% | −400−4.7% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 12,293 | $171.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LEVILevi Strauss & Co | CL A COM STK | 109,711 | $171.0 萬 | 0.5% | +109,711 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 19,501 | $164.6 萬 | 0.5% | +985+5.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,181 | $149.2 萬 | 0.5% | +1,608+102.2% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 1,477 | $139.8 萬 | 0.4% | +764+107.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 12,472 | $137.2 萬 | 0.4% | +180+1.5% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 37,644 | $135.9 萬 | 0.4% | −9,500−20.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 21,732 | $132.5 萬 | 0.4% | +6,913+46.6% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 26,438 | $131.7 萬 | 0.4% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 12,573 | $129.2 萬 | 0.4% | −1,439−10.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 9,605 | $127.2 萬 | 0.4% | −13,425−58.3% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 40,225 | $120.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 3,521 | $116.1 萬 | 0.4% | −449−11.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,260 | $113.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust | COM | 69,121 | $107.5 萬 | 0.3% | −2,500−3.5% | 減碼 | 歷史 |
| BXPBXP, Inc. | COM | 15,700 | $105.5 萬 | 0.3% | −100−0.6% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,850 | $101.1 萬 | 0.3% | −600−24.5% | 減碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 13,703 | $100.3 萬 | 0.3% | −126−0.9% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 11,097 | $99.7 萬 | 0.3% | −179−1.6% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,263 | $88.0 萬 | 0.3% | −8−0.2% | 減碼 | – |
| MDBMongoDB, Inc. | CL A | 4,975 | $87.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 14,153 | $87.1 萬 | 0.3% | +10,053+245.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,288 | $85.9 萬 | 0.3% | +16+0.7% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 73,400 | $85.4 萬 | 0.3% | +1,680+2.3% | 加碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 6,834 | $85.0 萬 | 0.3% | +550+8.8% | 加碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 23,828 | $84.9 萬 | 0.3% | −24,110−50.3% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 8,812 | $81.0 萬 | 0.3% | +36+0.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,800 | $80.7 萬 | 0.3% | −20−0.7% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $79.8 萬 | 0.2% | +1 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,600 | $78.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MASMasco Corp | COM | 10,522 | $73.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,525 | $71.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 2,900 | $67.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Barrick Gold Corp067901108 | COM | 33,050 | $64.2 萬 | 0.2% | −10,150−23.5% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,398 | $64.2 萬 | 0.2% | +3,125+137.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,375 | $63.7 萬 | 0.2% | −80−3.3% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 6,364 | $60.8 萬 | 0.2% | −1,332−17.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,792 | $58.5 萬 | 0.2% | −9−0.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,025 | $57.3 萬 | 0.2% | −79−7.2% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 10,675 | $55.3 萬 | 0.2% | +502+4.9% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 3,570 | $53.5 萬 | 0.2% | +54+1.5% | 加碼 | 歷史 |
| RYNRayonier Inc | COM | 18,879 | $52.6 萬 | 0.2% | −2,671−12.4% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 6,013 | $52.2 萬 | 0.2% | −144−2.3% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,692 | $51.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 5,163 | $49.8 萬 | 0.2% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 6,930 | $49.6 萬 | 0.2% | −3,200−31.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,963 | $49.6 萬 | 0.2% | −300−9.2% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,954 | $48.6 萬 | 0.2% | +189+4.0% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,032 | $48.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 492 | $45.9 萬 | 0.1% | +65+15.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,460 | $45.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 18,000 | $45.4 萬 | 0.1% | 00.0% | 不變 | – |
| ARCCAres Capital Corp | CEF | 19,900 | $44.1 萬 | 0.1% | +3,550+21.7% | 加碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 3,134 | $42.3 萬 | 0.1% | +3,134 | 新進 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 5,944 | $41.7 萬 | 0.1% | +1,550+35.3% | 加碼 | – |
2024 年第 4 季之後清倉（7 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| STZConstellation Brands, Inc. | Stock | 6,104 | $134.9 萬 | 0.4% | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 10,048 | $89.1 萬 | 0.2% | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 6,771 | $52.9 萬 | 0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 509 | $39.3 萬 | 0.1% | 歷史 |
| ARESAres Management Corp | CL A COM STK | 1,300 | $23.0 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 731 | $21.2 萬 | 0.1% | – |
| ETNEaton Corp plc | Stock | 616 | $20.4 萬 | 0.1% | 歷史 |